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Campbell Wealth Management, LLC

Details

Name: Campbell Wealth Management, LLC
Jurisdiction: Alabama
Legal type: Domestic Limited Liability Company
Status: Exists
Date of registration: 11 Mar 2009 (16 years ago)
Entity Number: 000-617-280
Register Number: 000617280
Historical Names: Campbell Financial Partners, LLC
County: Shelby
Place of Formation: Alabama
Principal Address: 1 DOGWOOD FORESTSHOAL CREEK, AL 35242
Principal Address ZIP Code: 35242

Activities WEALTH MANAGEMENT

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CAMPBELL WEALTH MANAGEMENT 401(K) PLAN 2023 264471523 2024-10-15 CAMPBELL WEALTH MANAGEMENT, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 525920
Sponsor’s telephone number 2059153905
Plan sponsor’s address 3535 GRANDVIEW PARKWAY, SUITE 300, BIRMINGHAM, AL, 35243

Agent

Name Role Address
CAMPBELL, THOMAS R. Agent 1 DOGWOOD FORESTSHOAL CREEK, AL 35242

Member

Name Role Address
CAMPBELL, THOMAS R. Member 1 DOGWOOD FORESTSHOAL CREEK, AL 35242

Organizer

Name Role Address
CAMPBELL, THOMAS R. Organizer 1 DOGWOOD FORESTSHOAL CREEK, AL 35242

Events

Event Date Event Type Old Value New Value
2010-10-15 Name Change Campbell Financial Partners, LLC Campbell Wealth Management, LLC

Date of last update: 15 Aug 2024

Sources: Alabama Secretary of State